Kestra Advisory Services, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 345 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$449,234
-29.9%
2,304
-26.1%
0.00%
-33.3%
Q2 2023$640,843
+28.0%
3,118
+18.7%
0.01%
+20.0%
Q1 2023$500,551
-64.3%
2,627
-65.8%
0.01%
-58.3%
Q4 2022$1,403,040
-99.9%
7,682
-52.4%
0.01%
-14.3%
Q3 2022$1,271,270,000
+95269.1%
16,128
+97.7%
0.01%0.0%
Q2 2022$1,333,000
-65.2%
8,159
-58.6%
0.01%
-65.0%
Q1 2022$3,828,000
+1.3%
19,684
+5.8%
0.04%
+5.3%
Q4 2021$3,778,000
+6.9%
18,612
-1.1%
0.04%
+8.6%
Q3 2021$3,534,000
+26.5%
18,810
+32.3%
0.04%
+9.4%
Q2 2021$2,794,000
+16.6%
14,221
+12.3%
0.03%
+6.7%
Q1 2021$2,397,000
+135.2%
12,663
+110.3%
0.03%
+150.0%
Q4 2020$1,019,000
-99.7%
6,020
+20658.6%
0.01%
+100.0%
Q3 2020$346,000,000290.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 58,317$5,892,0004.36%
FUKOKU MUTUAL LIFE INSURANCE Co 106,900$10,800,0001.83%
Archford Capital Strategies, LLC 34,857$3,522,0001.60%
RAND WEALTH, LLC 89,444$9,036,0001.28%
CHATHAM CAPITAL GROUP, INC. 24,596$2,485,0000.80%
DUBUQUE BANK & TRUST CO 35,713$3,608,0000.76%
TRAIN BABCOCK ADVISORS LLC 19,350$1,955,0000.75%
Madden Advisory Services, Inc. 10,724$1,083,0000.71%
Hefty Wealth Partners 7,129$720,0000.69%
ASPIRIANT HOLDINGS S3, LLC 9,393$949,0000.41%
View complete list of VANGUARD WORLD FDS shareholders